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Asset Management Trainings

The Fundamentals of Asset Management

This module introduces you to the essential principles of asset management: portfolio construction, strategic and tactical allocation, performance measurement, and risk management. It covers the main asset classes, management styles (active/passive, growth/value), and introduces optimization and valuation models such as CAPM or the efficient frontier.

PUBLIC TRAINING
IN-HOUSE TRAINING
TAILOR-MADE TRAINING

IN-PERSON OR REMOTE CLASS

Duration: 2 days

➕ Remote learning activity

1850,00 € VAT Exempt (*)

📌 Reference: FOAM-185


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(*) As a training organization, Finance Tutoring benefits from a VAT exemption under Article 261-4-4° of the French General Tax Code (CGI).

Training Description

Fundamentals of Asset Management

2-day intensive training (14 hours) - Theoretical approach and concrete case studies

The Fundamentals of Asset Management training allows you to acquire a comprehensive understanding of the principles of asset allocation, portfolio optimization, and institutional and private management strategies.


◉ Current Context

In an environment of volatile markets and low interest rates, this training addresses the key challenges for managers:

  • Risk-return optimization
  • Adaptation to new regulations
  • Integration of ESG factors

Pedagogical Content

1. Portfolio Theory

  • Modern Portfolio Theory
  • Diversification and correlations
  • Efficient Frontier

2. Institutional Management

  • Asset-Liability Management
  • Asset/liability management
  • Specifics of pension funds

3. Advanced Strategies

  • Factor analysis
  • Management of behavioral biases
  • Sector-specific case studies

Training Objectives

  • Master the principles of modern theory
  • Analyze the asset management ecosystem
  • Differentiate the types of funds and management
  • Evaluate the impact of economic cycles
  • Measure performance drivers
  • Optimize multi-asset allocation

Target Audience

◉ Available in person and online ◉ Training materials provided ◉ Training certificate

Benefits by Profession

◉ Portfolio Managers

Consolidate your skills in portfolio construction, risk-adjusted performance analysis, and understanding investor behavioral biases.

  • ► Advanced asset allocation techniques
  • ► Risk/return optimization
  • ► Management of behavioral biases

◉ Financial Analysts

Refine your understanding of fundamentals and ratios to support management decisions. Master ESG scoring and factor analysis methods.

  • ► Factor analysis methodologies
  • ► Integration of ESG criteria
  • ► Advanced valuation models

◉ Investment Advisors

Develop a clear communication on multi-asset strategies, tactical allocations, and the pedagogy around the risk/return trade-off.

  • ► Communication on investment strategies
  • ► Tactical and strategic allocation
  • ► Financial pedagogy

◉ ALM Managers

Strengthen your understanding of the links between liabilities and regulatory constraints, and master projection tools within a prudential framework.

  • ► Advanced asset-liability management
  • ► Regulatory and prudential constraints
  • ► Projection and simulation tools

Training Program

Fundamentals of Asset Management

I. Fundamental Principles of Asset Management

  • Markowitz's Modern Portfolio Theory
  • The concept of return, risk, and correlation

Practical Case:

Reading and analysis of an efficient portfolio frontier

II. Asset Management Ecosystem

  • Management companies and UCITS
  • Custodian
  • Central Administrator
  • Prime broker
  • Distributor

Quiz

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